Concurrent Investment Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Concurrent Investment Advisors’s Portfolio IGSB Stock Details IGSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.97M	Buy
2025 Q2	$1.45M	Buy
2025 Q1	$1.21M	Buy
2024 Q4	$1.11M	Buy
2024 Q3	$867K	Buy
2024 Q2	$578K	Buy
2024 Q1	$350K	Sell
2023 Q4	$397K	Buy